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Deanna Collia

Deanna Collia

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Compliance Hold

  • This Hold is used when there is a suspicion of fraudulent activity

Bug Hold

  • This hold is used when there is a critical bug where we want to pause any progress on the workflow.

Info

Example: Incorrect metric in a contract that we need the customer to re-sign, but don't want them to get M3 approved where re-signs become very difficult

What’s the Process Flow? (Internal Information Only)

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Step

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Flow

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1

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  • The relevant Business team would provide a list of workflow ID’s to the Tech Team.

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2

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  • For the MVP, The tech Team will handle setting the hold through an API Call

Info

Future State: We will have a tool that enables special permissioned users to set and unset holds

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3

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  • Once EverBright deems that a hold can be removed, the relevant Business Team will notify the Tech Team, and the hold will be unset through an API Call

What is the customer impact/experience?

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